Date: December 15-19,2025
Date: December 27-31,2025
Venue: Tokyo, Japan
Overview:
This comprehensive 5-day course is designed to equip participants with the essential knowledge, skills, and tools to effectively plan, implement, and manage the procurement of Equipment and Works under the World Bank's Investment Project Financing (IPF) Procurement Framework.
Course Objectives:
Upon successful completion of this course, participants will be able to:
- Understand the core principles, policies, and regulations of the World Bank's Procurement Framework for IPF Borrowers.
- Develop a robust Project Procurement Strategy for Development (PPSD) for Equipment and Works contracts.
- Competently plan and execute the full procurement cycle, from needs assessment to contract award.
- Apply the appropriate Standard Procurement Documents (SPDs) for different selection methods.
- Conduct objective and compliant bid evaluation and manage the Standstill Period.
- Implement effective contract management strategies to achieve Value for Money and desired development outcomes.
- Identify and mitigate common risks, including those related to Fraud and Corruption and Misprocurement.
Detailed Course Modules:
Foundation and Strategic Planning (PPSD)
Module 1: World Bank Procurement Framework
- The World Bank's role in development and IPF.
- Core Principles: Value for Money, Economy, Integrity, Efficiency, Transparency, and Fairness.
- Procurement Policy, Regulations, and the New Framework (Post-July 2016).
Module 2: Project Procurement Strategy for Development (PPSD)
Introduction to the PPSD as a strategic planning tool.
- Needs Assessment and linking procurement to development objectives.
- Market Analysis (domestic and international) for Equipment and Works.
- Procurement Risk Analysis and mitigation strategies.
The Procurement Cycle and Selection Methods
Module 3: Operational Planning and Implementation | Developing the Procurement Plan (using the STEP system).
- Bank Review: No Objection and Prior/Post Review thresholds.
- Advertising and publishing procurement notices (GPN, SN).
Module 4: Procurement Methods for Equipment & Works
Open Competitive Bidding (International/National).
- Other Methods: Request for Bids (RFB), Request for Quotations (RFQ), Direct Contracting. |Comparative Analysis
- Initial Selection (Pre-qualification) process for large Works contracts.
- Framework Agreements and their application.
Preparation of Bidding Documents
Module 5: Standard Procurement Documents (SPDs)
Structure and mandatory use of World Bank SPDs for Works (e.g., SBD Works) and Equipment (SBD Goods).
- Drafting clear and non-restrictive Technical Specifications and Drawings. | Workshop: Spec. Drafting |
- Defining the Scope of Works and Schedule of Requirements. | Checklist Review
Module 6: Commercial and Contractual Conditions
Key provisions of the General Conditions of Contract (GCC) (e.g., FIDIC/Bank’s versions).
- |Special Conditions of Contract (SCC) and Project Data Sheet (PDS) customization.
- Understanding Incoterms and their impact on equipment delivery (e.g., FOB, CIF, DDP). | Practical Examples
Bid Evaluation and Contract Award
Module 7: Bid Receipt and Opening | Procedures for receiving bids and ensuring their security.
- Public Bid Opening formalities and preparation of the Bid Opening Record.
Module 8: Evaluation of Bids for Works and Equipment | Formation and roles of the Bid Evaluation
- Preliminary Examination: Responsiveness, Authenticity, and Eligibility. /Case Study: Bid Analysis /
- Detailed Evaluation: Technical (Substantial Responsiveness) and Financial Analysis. /Practical Exercise: Price Comparison
- Treatment of Arithmetic Errors and Abnormally Low Bids (ALB). /Decision Tree Analysis /
- Rated Criteria and Life Cycle Costing for Equipment procurement.
Module 9: Final Steps to Award | Preparation of the Evaluation Report and Request for Bank’s No Objection. /Document Review
- The Standstill Period and notification of intention to award. /Discussion of Compliant Procedures
Contract Management and Integrity
Module 10: Contract Management for Works and Equipment
Transition from procurement to contract management.
- Establishing the Contract Management Team and procedures.
- Managing Variations, Extensions of Time (EOT), and Claims (under FIDIC/Bank conditions). /Case Studies: Claims
- Quality Assurance, Inspection, and Acceptance (Taking Over Certificates)
Module 11: Integrity, Complaints, and Dispute Resolution | World Bank's Anti-Corruption Guidelines and measures against Fraud and Corruption.
- The Bank’s Sanctions Process and Misprocurement implications. /Review of Blacklisting |
- Handling of Complaints and the Debriefing process.
- Overview of Dispute Settlement mechanisms (DB, Conciliation, Arbitration).
Training Methodology:
The course employs a highly interactive and practical methodology to ensure immediate applicability of the knowledge.
- Lectures & Presentations: Focused delivery of World Bank policies, regulations, and best practices.
- Case Studies: Analysis of real-world procurement scenarios from Bank-aided projects.
- Workshops & Group Exercises: Hands-on drafting of PPSD elements, technical specifications, and bid evaluation forms.
- Simulation & Role-Playing: Practice of key steps like bid opening, clarifying bids, and managing complaints.
- Q&A and Peer-to-Peer Learning: Structured sessions for addressing specific project challenges and sharing experiences.
Personal and Organizational Impacts:
Personal Impact (For the Individual Participant)
- Professional Competence: Mastery of the World Bank's Procurement Framework, significantly enhancing their professional profile and career progression in international development projects.
- Decision-Making: Ability to make strategic, risk-informed, and compliant decisions throughout the procurement and contract management lifecycle.
- Risk Management: Improved capacity to identify, prevent, and mitigate risks of misprocurement, fraud, and corruption, protecting personal integrity and organizational reputation.
- Efficiency: Learning best practices for drafting documents (SPDs) and managing processes (STEP), leading to faster, smoother, and more compliant project implementation.
Organizational Impact (For the Implementing Agency/Borrower):
- Compliance and Fiduciary Risk Minimization of Misprocurement findings and sanctions by adhering strictly to World Bank rules, safeguarding project funds.
- Value for Money (VfM):Increased ability to design strategic procurement approaches (PPSD) and use evaluation tools (Rated Criteria, LCC) to secure the best Works and Equipment solutions.
- Project Delivery: Reduced delays in the procurement cycle and more effective contract management, leading to timely and successful completion of development projects.
- Transparency and Governance: Enhancement of organizational fiduciary controls, integrity, and public trust by implementing transparent and fair procurement procedures.
- 05 days of intensive, practical training sessions
- Training materials, stationery & worksheets
- Case studies aligned with World Bank procurement frameworks
- Certificate of Completion
- Accommodation
- Complimentary tea/coffee breaks
- Local support throughout your stay in Tokyo